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Crunchwork
Crunchwork
Use this collection to learn the basics of each module and unique features of Crunchwork
64 articles in this collection
Written by
Dominique Tuck,
Team Codafication,
and
Mackenzie Kerridge
Tendering 101
Written by
Dominique Tuck
Updated over a week ago
How to use buy cost vs unit cost
What's the difference between these fields when creating a line item in Catalog?
Written by
Dominique Tuck
Updated over a week ago
Submitting reports and quotes for AAI Limited claims
Read on for the latest advice on how to manage uploads for Suncorp Insurance claims
Written by
Dominique Tuck
Updated over a week ago
Import and export quote csvs
Export quotes into csv files and re-upload them.
Written by
Dominique Tuck
Updated over a week ago
Earthquake commission process
Are you working in the Earthquake Commission space as an assessor? Read on to learn how to best structure your day in Crunchwork
Written by
Dominique Tuck
Updated over a week ago
Add negative values to your financial documents
Use this guide to understand how to do a negative variation for a quote and more.
Written by
Dominique Tuck
Updated over a week ago
Add organisation details to your outgoing documents
Maintain professional reporting across your business and suppliers with company logos, contact information and more.
Written by
Team Codafication
Updated over a week ago
Reserve and payments for claims
Set your estimate claim cost, delegated authority, and track payments over the course of each claim.
Written by
Dominique Tuck
Updated over a week ago
Calendar 101
Plan ahead on jobs and track activities across your team with Calendar.
Written by
Dominique Tuck
Updated over a week ago
The Basics
Quick access guide
How to quickly access new apps and not lose the page you're working on!
Written by
Dominique Tuck
Updated over a week ago
Allocate jobs to your supply chain
Onboard your subcontractors and use our "Vendor allocation" feature, so you can track work done on your behalf.
Written by
Dominique Tuck
Updated over a week ago
The "Jump-to" button
Use this nifty button to quickly access records that relate to the same project
Written by
Dominique Tuck
Updated over a week ago
Accessing Crunchwork On Your Mobile Device
Here's a step by step process on how to add Unity to your tablet or mobile
Written by
Dominique Tuck
Updated over a week ago
How can I check the assessment jobs outstanding?
Trying to figure out how many jobs outstanding that need to be assessed?
Written by
Dominique Tuck
Updated over a week ago
View current jobs and tasks in Dashboard
Start your day with understanding where each project is at.
Written by
Dominique Tuck
Updated over a week ago
How can I delete tasks?
There's a task on my dashboard I don't need - what do I do?
Written by
Dominique Tuck
Updated over a week ago
How do I add images to purchase orders, invoices or quotes?
There'll be times when you want to add supporting images for your documents - here's how!
Written by
Dominique Tuck
Updated over a week ago
Annotations on images
Ever needed to add some extra detail to an image for your reports? This is how!
Written by
Dominique Tuck
Updated over a week ago
What is the assets table?
Wondering what that table is at the bottom of your page?
Written by
Dominique Tuck
Updated over a week ago
Accounts
Accounts 101
Learn about the Accounts module in Crunchwork
Written by
Dominique Tuck
Updated over a week ago
Make accounts available in your projects
Trying to add an account to a project, but can't see it in the list? This means you need to add the account to the project type.
Written by
Dominique Tuck
Updated over a week ago
Admin
Add a new user with Admin Portal
Read this guide carefully for some helpful tips on adding users.
Written by
Mackenzie Kerridge
Updated over a week ago
Catalog
Catalog Version 2.0 Guide
The guide to managing Catalog V2
Written by
Dominique Tuck
Updated over a week ago
Importing your price-book into Catalog
Use the csv import and export button to streamline updating your catalog
Written by
Dominique Tuck
Updated over a week ago
Can I combine labour and material in one line item?
Trying to apply both labour and material rates to one line item in Catalog? Read on to learn how to best manage this breakdown.
Written by
Dominique Tuck
Updated over a week ago
Creating and applying a combo in Catalog
The combo builder is a little different to the bundle builder. Read on to learn the difference!
Written by
Dominique Tuck
Updated over a week ago
Zone overrides in Catalog v2
Learn how to optimise the overrides in Catalog
Written by
Dominique Tuck
Updated over a week ago
Contacts
Contacts 101
How to add contacts; import and export them in Crunchwork.
Written by
Dominique Tuck
Updated over a week ago
Invoices
Invoices 101
Learn how to generate and send invoices with Crunchwork
Written by
Dominique Tuck
Updated over a week ago
Purchase Orders
Purchase Orders 101
Get started with creating purchase orders with these simple steps.
Written by
Dominique Tuck
Updated over a week ago
Split purchase orders
Safely invoice the correct amounts and keep track of remaining budget of your purchase orders.
Written by
Team Codafication
Updated over a week ago
Understanding purchase order statuses
Ever wondered what those statuses truly mean? Look no further.
Written by
Dominique Tuck
Updated over a week ago
Cancelling purchase orders
We automate some steps and restrict others to help you make the right moves.
Written by
Dominique Tuck
Updated over a week ago
How can I send multiple purchase orders?
There might be times when you want to send the same purchase order to a few different people. Here's how!
Written by
Dominique Tuck
Updated over a week ago
Finding purchase orders related to vendors
Do you need to know how many purchase orders have been sent to your trades? Here's an easy way to find PO's and understand their status.
Written by
Dominique Tuck
Updated over a week ago
Pulse
Pulse version 2.0
Learn how to use Pulse v2 for your business.
Written by
Dominique Tuck
Updated over a week ago
Perform quality assurance reporting
Use the QA Component to mark completion of each line item prepared by your trades.
Written by
Team Codafication
Updated over a week ago
Pulse: Troubleshooting Steps
Here are some common errors when using Pulse, and how to resolve them.
Written by
Dominique Tuck
Updated over a week ago
Creating a new claim
Using Crunchwork for insurance claims? Use this guide for creating new claims in Crunchwork in Insurance.
Written by
Dominique Tuck
Updated over a week ago
Configuring tasks in Pulse
Best suited for Crunchwork administrators.
Written by
Dominique Tuck
Updated over a week ago
What do the coloured circles mean?
The circles you see in Pulse are visual indicators to help you understand how many jobs there are in a project and their status
Written by
Dominique Tuck
Updated over a week ago
Create a new task for a job
If you need to add a new task to a job, this is the best practice.
Written by
Dominique Tuck
Updated over a week ago
Managing a new repairs job in Crunchwork
Do you need to learn the ideal flow with managing new repairs jobs? Read this guide for our best practice recommendations.
Written by
Dominique Tuck
Updated over a week ago
Using the job schedule
Convert a quote for your job into many purchase orders, then schedule the start and end dates of your purchase orders.
Written by
Dominique Tuck
Updated over a week ago
How can I bulk assign users to jobs in Pulse?
Quickly assign your team mates to jobs in bulk using our clever checkbox system
Written by
Dominique Tuck
Updated over a week ago
Assessment job statuses
Wondering what the statuses mean on your assessments? Look no further!
Written by
Dominique Tuck
Updated over a week ago
Works job statuses
Wondering what the statuses mean? Look no further!
Written by
Dominique Tuck
Updated over a week ago
Updating the insurer on Repair Jobs
Read on how to update the insurer on the latest items on your repair jobs
Written by
Dominique Tuck
Updated over a week ago
Quotes
Quotes 101
The basics of using Unity's Quotes Version 2.0
Written by
Dominique Tuck
Updated over a week ago
Approving and declining quotes
Learn how to use the interactive statuses on quotes to communicate across teams
Written by
Dominique Tuck
Updated over a week ago
Create a scope of works from your quotes
Generate a PDF using the line items from your quote for a Scope of Works document
Written by
Dominique Tuck
Updated over a week ago
Variation quotes
Learn how to create a variation from a regular quote
Written by
Dominique Tuck
Updated over a week ago
How to duplicate a quote
Duplicating quotes are easy in Crunchwork
Written by
Dominique Tuck
Updated over a week ago
Compare costs on your quotes
Learn how to view a summary of costs of your quotes.
Written by
Team Codafication
Updated over a week ago
Report Writer
Report Writer 101
Everything you need to use Report Writer
Written by
Dominique Tuck
Updated over a week ago
Report Writer on mobile devices
Read this guide and watch the video to understand
Written by
Dominique Tuck
Updated over a week ago
How To Dictate To Report Writer with Your iPhone or iPad
Short of time? Try dictating your message to your report
Written by
Dominique Tuck
Updated over a week ago
How To Dictate To Report Writer with an Android Device
Don't have time to stop and type out your report? Try dictating instead!
Written by
Dominique Tuck
Updated over a week ago
Add multiple images to your report on mobile
Save time by selecting multiple images when adding images to your reports
Written by
Dominique Tuck
Updated over a week ago
Best Practice - Using the Customer Scope of Work Report
Written by
Dominique Tuck
Updated over a week ago
Report Writer Upgrades
Here are the new upgrades to report writer
Written by
Dominique Tuck
Updated over a week ago
Track changes on your reports
Review changes from multiple users on the same report, so that you know what's happening and who's involved at all times.
Written by
Dominique Tuck
Updated over a week ago
Vendor Manager
Upload supply chain members with Vendor Manager
Vendor manager provides a place for you to manage contact information and compliance documents for companies you work with.
Written by
Dominique Tuck
Updated over a week ago
Zones
Zones 101
The basics of using Zones.
Written by
Dominique Tuck
Updated over a week ago